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There are reasons to proceed with extreme caution in the current market, including the possibility that the U.S. won't have a divided government.
At the very least it isn't known whether Republicans will maintain control of the Senate, and that outcome alone could change the market landscape.
The prospect of protracted political acrimony plus tax and regulatory changes unfriendly to business could weigh on equities.
Smart Global Holdings and Leaf Group have seen purchases of their shares by people in the know.
Here's an update of our investment themes on these companies.
Kala Pharmaceuticals and Enova International are two companies that have better prospects than the market is pricing in at present.
Few parts of the economy suffered worse from reduced global economic activity than energy.
I'm starting to look ahead for some unloved sectors.
Tutor Perini, Sterling Construction and Great Lakes Dredge & Dock should do well if there is a big infrastructure component in an eventual stimulus bill.